ON Semiconductor Corp (MIL:1ON)

€ 64.03 -0.13 (-0.2%) Market Cap: 27.48 Bil Enterprise Value: 28.05 Bil PE Ratio: 16.87 PB Ratio: 3.37 GF Score: 69/100

ON Semiconductor Corp at Deutsche Bank Technology Conference Transcript

Aug 30, 2023 / 09:00PM GMT

Transcript

Ross Clark Seymore

Deutsche Bank AG, Research Division - MD

All right, everybody. Let's get started with the next meeting. We are very lucky to have ON Semi here with us, the CEO, Hassane El-Khoury as well as the CFO, Thad Trent.

So again, if you have any questions during this process, just raise your hand. I'll look up and call on you. I'll wait until the mic gets to you because this is all webcast. And just wave harder if I don't see you immediately.

Questions & Answers

Ross Clark Seymore

Deutsche Bank AG, Research Division - MD

So Hassane and Thad, thank you again for coming. And so we've been starting most of these conversations with kind of just a snapshot and update on what you're seeing in the market as a whole right now. And we'll get into specific parts of your end markets and things.

But just from a macro perspective, you guys have taken a relatively conservative approach on kind of your core cyclical business, silicon carbide aside. So what are you guys seeing, whether it's geographically, demand side, inventory, those

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